As a business owner, you’ve faced challenges along the way, and you’ve flourished. Your personal persistence, hard work and vision have been instrumental to your success. Especially with the challenges of today’s business climate, the perspective of a trusted professional can give you a competitive edge while also helping you work toward other financial goals that are important to you. A financial professional can provide guidance on how to achieve your personal wealth goals, while helping you balance the needs of your business as well.
When it comes to financial planning for business owners, the do-it-yourself drive that helped you start your business will not serve you well when it comes to managing your finances. This is where professional expertise often becomes necessary to make sure the line between personal and business doesn’t get blurred.
In 1993, I founded an information technology firm and sold it in 2007 after growing it to 120 employees. As a past business owner myself, I am uniquely familiar with the ins and outs of entrepreneurship. I have a strong passion for educating and guiding my clients through tough and complex market cycles and providing a complete plan for both personal and business finances.